MFG
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Merit Financial Group’s Spotify SPOT Stock Holding History

Merit Financial Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
3,265
-576
-15% -$275K 0.01% 873
2026
Q1 		$1.86M Sell
3,841
-623
-14% -$313K 0.01% 706
2025
Q4 		$2.59M Sell
4,464
-390
-8% -$244K 0.02% 543
2025
Q3 		$3.39M Buy
4,854
+227
+5% +$159K 0.03% 410
2025
Q2 		$3.55M Buy
4,627
+447
+11% +$287K 0.04% 355
2025
Q1 		$2.3M Buy
4,180
+932
+29% +$521K 0.03% 383
2024
Q4 		$1.45M Buy
3,248
+2,303
+244% +$986K 0.03% 418
2024
Q3 		$348K Sell
945
-764
-45% -$254K 0.01% 639
2024
Q2 		$536K Buy
1,709
+6
+0.4% +$1.81K 0.01% 565
2024
Q1 		$504K Sell
1,703
-797
-32% -$187K 0.01% 568
2023
Q4 		$470K Buy
+2,500
New +$437K 0.01% 511
2023
Q3 		– Sell
-1,501
Closed -$241K – 783
2023
Q2 		$241K Buy
+1,501
New +$218K 0.01% 655

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Merit Financial Group's SPOT Position: Q2 2026 in Review

Merit Financial Group reduced its Spotify (SPOT) stake by 15% in Q2 2026, selling an estimated $275K and leaving 3,265 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #873.

Merit Financial Group first reported a position in SPOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.55M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Merit Financial Group held 3,265 shares of Spotify worth $1.5M as of Q2 2026.
  • Merit Financial Group sold 576 Spotify shares in Q2 2026, an estimated $275K.
  • Spotify made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #873 holding.
  • Merit Financial Group first reported a position in Spotify in Q2 2023 and has held it in 12 quarters since.
  • Merit Financial Group's Spotify position peaked at $3.55M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.